PTA ROSA PARKS ELEMENTARY PTA

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Emily Haan PTA President

Phone

5106448812

Tax Period

2023-07-01 to 2024-06-30

PTA ROSA PARKS ELEMENTARY PTA, founded in 1998, is a small nonprofit that reported $273K in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 16% operating margin.

Mission

PTA - Parent Teacher Association for Rosa Parks Elementary School to support students parents and staff

Program Service Accomplishments

Program 1

Expenses: $148,751 Revenue: $0

The PTA provides grants for Kinder support Mosaic program Dance and related programs

Program 2

Expenses: $58,335 Revenue: $0

The PTA funds teacher classroom supplies extended enrichment support and family support

Program 3

Expenses: $15,706 Revenue: $0

The PTA organizes programs for enrichment and community including community events teacher staff appreciation and 5th grade graduation

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $273,130

Program Service Revenue $0

Investment Income $33

Other Revenue $0

TOTAL REVENUE $273,163

Expense Breakdown

Grants Paid $148,751

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $222,792

Other Expenses $80,116

TOTAL EXPENSES $228,867

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,163	$135,221	+1.0%
Expenses	$228,867	$176,951	+0.3%
Net Income	$44,296	$-41,730	-2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emily Haan	President	6.00	Officer Director	$0	$0	$0
Monica Knapp	Financial Secretary	4.00	Officer Director	$0	$0	$0
Eric Koppelson	Treasurer	4.00	Officer Director	$0	$0	$0
Sarah Roggero	Recording Secretary	1.00	Officer Director	$0	$0	$0
Bryan Branstetter	Parliamentarian	1.00	Officer Director	$0	$0	$0
Hong Ly	Fundraising	4.00	Officer Director	$0	$0	$0
Rishi Garg	Fundraising	4.00	Officer Director	$0	$0	$0
Molly Nicol	Anti-Racism	1.00	Officer Director	$0	$0	$0
Vanessa Kong	Green Schoolyard	1.00	Officer Director	$0	$0	$0
Lauren Salvo	Green Schoolyard	1.00	Officer Director	$0	$0	$0
Lauren Salvo	Events	2.00	Officer Director	$0	$0	$0
Fernanda Olivares del Castillo	Enrichment	1.00	Officer Director	$0	$0	$0
Abby Ejigu	ADAC	1.00	Officer Director	$0	$0	$0
Jen Bradwell	Engagement	1.00	Officer Director	$0	$0	$0
Sonia Caltvedt	Communications	1.00	Officer Director	$0	$0	$0
Chelsea Hirschton	Systems	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$273,163	$228,867	$229,726	$44,296